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Vicco von Buelow, MBA, CFP®, CPA

Wealth Manager
Vicco serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. Vicco believes in personalizing financial advice, seeking to understand client wants and needs, and in the construction and implementation of tailored financial strategies designed to maximize wealth and peace of mind. He practices a holistic approach to wealth management that includes: Investment and Tax Strategies, Income Planning, Asset Protection, Business Succession Planning as well as Charitable and Estate Planning. Prior to joining Creative Planning, Vicco was a Financial Planner for one of the nation’s largest investment advisory firms where he worked directly with high net worth individuals, families, and business owners. Vicco has earned the CERTIFIED FINANCIAL PLANNER™ designation and is also a licensed Certified Public Accountant (CPA). Vicco graduated from the University of Miami with a Bachelor's degree in Business. He has also received his Masters of Business Administration degree in Finance. Vicco lives in Miami with his family. He is a private helicopter pilot and scuba divemaster. He enjoys water sports, weightlifting and playing golf year-round in South Florida.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021